Jeffrey H. Reitzes

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CRD#: 1043020

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Harold Reitzes, who also goes by Jeffrey Harrold Reitzes, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1981. Jeffrey had worked at 4 firms and has passed the Series 63 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeffrey Harrold Reitzes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JEFFREY H. REITZES, ATTORNEY AT LAW, NOT INVESTMENT-RELATED, 40 SHAGBARK TRAIL, AURORA OH 44202-9702, LAW FIRM, 1-5 BUSINESS HOURS AND 1-5 NON-BUSINESS HOURS, OWNER, APRIL 1980, PRACTICE OF ESTATE PLANNING AND BUSINESS LAW. HRC LEASE CO LTD, NOT INVESTMENT-RELATED, 40 SHAGBARK TRAIL, AURORA OH 44202-9702, LEASING, OWNER, APRIL 1980, 1-5 NON-BUSINESS HOURS, LEASING OPERATIONS. KAY SEVEN LLC, NOT INVESTMENT-RELATED, 40 SHAGBARK TRAIL, AURORA OH 44202-9702, REAL ESTATE LEASING, 1-5 NON-BUSINESS HOURS, 50% OWNER, SEPTEMBER 2007, LEASING AGENT. CCI FINANCIAL GROUP INC., NOT INVESTMENT-RELATED, 40 SHAGBARK TRAIL, AURORA OH 44202-9702, CONSULTING, 6-10 NON-BUSINESS HOURS, SOLE SHAREHOLDER, APRIL 2019, EDUCATIONAL AND TRAINING SERVICES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 2, 2019 - May 2, 2022

MAI CAPITAL MANAGEMENT, LLC

RIA

CRD#: 109807

CLEVELAND, OH

Past

January 4, 2018 - April 26, 2019

CCI FINANCIAL GROUP INC

RIA

CRD#: 111725

AKRON, OH

Past

November 10, 1999 - December 31, 2017

CCI FINANCIAL GROUP INC

RIA

CRD#: 111725

AKRON, OH

Past

August 24, 1982 - December 31, 1992

VESTAX SECURITIES CORPORATION

CRD#: 10332

Past

October 16, 1981 - August 13, 1982

C.J. MCLAUGHLIN & COMPANY

CRD#: 10163

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAI CAPITAL MANAGEMENT, LLC

MAI CAPITAL MANAGEMENT LLC | MCCORMACK ADVISORS INTERNATIONAL LLC | MAI WEALTH ADVISORS LLC | MAI CAPITAL MANAGEMENT, LLC

CRD#: 109807 / SEC#: 801-58104

RIA

Registered Investment Advisory firm - (10/2/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/16/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 7/29/1981

Direct Participation Programs Representative Examination

Current Firm

MAI CAPITAL MANAGEMENT, LLC

MAI CAPITAL MANAGEMENT LLC | MCCORMACK ADVISORS INTERNATIONAL LLC | MAI WEALTH ADVISORS LLC | MAI CAPITAL MANAGEMENT, LLC

CRD#: 109807 / SEC#: 801-58104

RIA

Registered Investment Advisory firm - (10/2/2000 Approved)

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Contact information

Main Address

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131

Mailing Address

Phone number

(216) 920-4800

Established

Firm type

Fiscal year end

# of Employees

482

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAI CAPITAL MANAGEMENT ADV PART 2A NOVEMBER 2025 (12/1/2025)

Regulatory assets under management

Total Number of Accounts	40,758
AUM (Assets Under Management)	$ 29,630,499,856

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2024	Cover Page	Report
01/28/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey H. Reitzes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MAI CAPITAL MANAGEMENT, LLC

CCI FINANCIAL GROUP INC

CCI FINANCIAL GROUP INC

VESTAX SECURITIES CORPORATION

C.J. MCLAUGHLIN & COMPANY

Primary Firm SEC Registration

MAI CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/16/1985

Series 22

Date: 7/29/1981

Current Firm

MAI CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MAI CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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